+5,993.3%
FIX vs HBM
+599.4%
+5,393.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.8% | -3.4% | +1.0% |
| 7D | +6.1% | +7.4% | -1.3% | +4.2% |
| 30D | -2.7% | +5.1% | -7.7% | -4.1% |
| 3M | -10.9% | +11.1% | -22.1% | -13.7% |
| 6M | +29.0% | +30.2% | -1.2% | +19.5% |
| YTD | +76.9% | +46.2% | +30.7% | +58.8% |
| 1Y | +130.7% | +120.0% | +10.7% | +88.4% |
| 3Y | +790.7% | +527.4% | +263.2% | +462.2% |
| 5Y | +2,185.6% | +400.4% | +1,785.2% | +1,328.5% |
| 10Y | +5,993.3% | +621.5% | +5,371.8% | +2,789.7% |
| All | +5,993.3% | +599.4% | +5,393.9% | +2,789.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling